Semiconductor News & Analysis Feed
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel
Jun 09, 2026, 9:19 AM ETCadence Design Systems, Inc. (CDNS) Stock, INTC StockTSM, SSNLFBy: Chris Ciaccia, SA News Editor
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Cadence Design Systems's (CDNS) announcement of an expanded deal with Intel Foundry (INTC) to accelerate Intel 14A process optimization is “increm
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
www.engineering.com
2026-06-09
Engineering.com
www.engineering.com
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm -- and the PC Market Will Never Be the Same
Keith Speights, The Motley Fool
Tue, June 9, 2026 at 1:05 AM PDT 4 min read
NVDA
+1.73%
INTC
+11.19%
AMD
+5.14%
QCOM
+0.85%
Explore stocks on Coinbase
Trading disclosure
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced t
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
www.chosun.com
2026-06-09
조선일보
By Park Ji-min
Published 2026.06.09. 15:28
Updated 2026.06.09. 15:37
Intel. /Reuters-News1
Google is reportedly set to produce some of its in-house artificial intelligence (AI) chips at Intel Foundry (a semiconductor contract manufacturer). Intel Foundry, which had struggled to secure major clients, is now seeing interest from Google following Apple’s tentative agreement last month. Analysts sug
2026-06-09
www.tradingview.com
2026-06-09
TradingView
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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2026-06-09
analyticsindiamag.com
2026-06-09
Analytics India Magazine
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2026-06-09
sg.finance.yahoo.com
2026-06-09
Yahoo Finance Singapore
Intel stock makes eye-popping move on Google, Nvidia news
Peace Longe
Mon, 8 June 2026 at 9:37 pm GMT-7 4 min read
GOOG
+1.08%
INTC
-0.44%
NVDA
-0.81%
Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector.
Then things changed on Monday, June 8.
Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the st
2026-06-09
www.digitimes.com
2026-06-09
digitimes
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
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2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Information, Reuters, The Bull.com, Guru Focus, Wccftech, Futu News, Commercial Times, and Tom’s Hardware.
Amid mounting capacity constraints and a widening shift among leading AI pl
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Harsh Chauhan, The Motley Fool
Mon, June 8, 2026 at 9:09 PM AST 6 min read
NVDA
+1.73%
AMD
+5.14%
INTC
+11.19%
Nvidia (NASDAQ: NVDA) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips a
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com
2026-06-09
Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
www.01net.it
2026-06-09
01net
www.01net.it
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